Harold Waller Charitable Foundation

990PF • Fiscal year 2017 • EIN 47-4665388

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile

600 Vine Street Suite 2650Cincinnati, OH 45202

(513) 381-9222

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

-211%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

-11%

Faster asset growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

-85%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$211,671

Down $25,091 (-11%) from 2016

Net Assets

Down

$211,671

Down $25,091 (-11%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin4th percentile

Revenue

Down

$11,900

Down $65,786 (-85%) from 2016

Expenses

$37,051

Up $15,208 (+70%) from 2016

Net Income

Down

-$25,151

Down $80,994 (-145%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2017

Assets$211,671

Liabilities$0

Net Assets$211,671

Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2017

Revenue$11,900

Expenses$37,051

Net Income-$25,151

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: May 10, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PAUL F WENKER	Trustee	-	$0	-	-
CYNTHIA CHIARO	Trustee	-	$0	-	-
SHARON FELTON	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Harold Waller Charitable Foundation
EIN: 47-4665388
Phone: 5133819222
Address: 600 VINE STREET SUITE 2650, CINCINNATI, OH 45202

Signing Officer

Name: Paul F Wenker
Title: Trustee
Phone: 5133819222
Signed: 2018-05-10
Discuss with paid preparer: Yes

Preparer

Firm: Midwest CPA LLC
Address: 4555 LAKE FOREST DR STE 410, BLUE ASH, OH 45242-3760
Preparer: Jeffrey Tate
Phone: 5135882830

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	CONSTELLATION BRANDS INC 3.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	KROGER CO 3.4%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	NUCOR CORP 4%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	3	DOLLAR GENERAL 3.25%
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	12865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	15436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	9562
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	12240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	PRIMECAP ODYSSEY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	SCHWAB FUNDAMENTAL US LARGE CO INDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	PRINCIPAL MIDCAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	HOMESTEAD SMALL CO STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	OPPENHEIMER DEVELOPING MKTS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	HARBOR INTERNATIONAL FUND INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	WASATCH INTERNATIONAL GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	DOUBLELINE CORE FIXED INCOME I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	CLEARBRIDGE LARGE CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	ISHARE CORE MSCI EAFE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	AT COST
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	PAUL F WENKER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	600 VINE STREET SUITE 2650
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	452022474
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5133819222
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	PAUL F WENKER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5133819200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	600 VINE STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt	0	SUITE 2650
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	CINCINNATI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	45202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	GREATER CINCINNATI AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	OCTOBER 31
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PROMOTE CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	UNIVERSITY OF CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	COLLEGE OF PHARMACY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 19970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	452190970
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	25000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	12713
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	12713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1562
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	16182
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	14620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1562
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	27333
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	14620
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	16182
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1562
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	RFDK
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	1793
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	7172
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	5379
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	TREAS ST OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	60
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	BOND PREMIUM
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2597
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MONEY MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	2597
TaxesSchedule/TaxesDetail/Amt	0	22
TaxesSchedule/TaxesDetail/CategoryTxt	0	US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt	1	FORIEGN PAID TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	22
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PAUL F WENKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5133819222
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HAROLD WALLER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HARO
ReturnHeader/Filer/EIN	0	474665388
ReturnHeader/Filer/PhoneNum	0	5133819222
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	600 VINE STREET SUITE 2650
ReturnHeader/Filer/USAddress/CityNm	0	CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	45202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	928666E08B3313B3039F72C5F272C5EBEECF0D6E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	6942DBE293EE23EAAFB65441E4C497608E5EF7E2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	15:12:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	270890231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MIDWEST CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	4555 LAKE FOREST DR STE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BLUE ASH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	452423760
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5135882830
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JEFFREY TATE
ReturnHeader/ReturnTs	0	2018-05-11T16:12:01-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $211,671
Liabilities: $0
Net assets: $211,671
Revenue: $11,900
Expenses: $37,051
Net income: -$25,151

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$4.01	$0.00		$0.12	$0.18	$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.07	$0.00	$4.07	$0.01	$0.24	$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.29	$0.00	$4.29	$2.43	$0.17	$2.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.03	$0.00	$2.03	$0.26	$0.15	$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.93	$0.00	$1.93	$0.23	$0.27	$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.98	$0.00	$1.98	$0.17	$0.31	$0.14
2017Detailed filing. Detailed filing data is available for this year.	$2.12	$0.00	$2.12	$0.12	$0.37	$0.25
2016Detailed filing. Detailed filing data is available for this year.	$2.37	$0.00	$2.37	$0.78	$0.22	$0.56
2015Summary only. Only limited summary data is available for this year.	$1.81	$0.00		$1.81	$0.00	$1.81